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Zimmer Biomet

982 hedge funds and large institutions have $27.2B invested in Zimmer Biomet in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 328 increasing their positions, 331 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.65% less ownership

Funds ownership: 92.54%91.89% (-0.65%)

1% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 331

4% less call options, than puts

Call options by funds: $105M | Put options by funds: $109M

4% less funds holding

Funds holding: 1,018982 (-36)

9% less capital invested

Capital invested by funds: $30B → $27.2B (-$2.8B)

19% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 104

Holders
982
Holders Change
-36
Holders Change %
-3.54%
% of All Funds
17.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
84
Increased
328
Reduced
331
Closed
104
Calls
$105M
Puts
$109M
Net Calls
-$4.24M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
951
Caldwell Trust
Florida
$5.85K
RA
952
Resolute Advisors
California
$5K -$1.32K -9 -20%
FFC
953
First Financial Corp
Indiana
$5K
MFT
954
Moisand Fitzgerald Tamayo
Florida
$5K
BIA
955
Bell Investment Advisors
California
$5K +$5K +34 New
CCM
956
Cribstone Capital Management
Maine
$4K
SC
957
Steph & Co
Wisconsin
$4K
VCM
958
Versant Capital Management
Arizona
$4K
MCM
959
MV Capital Management
Maryland
$4K +$147 +1 +4%
BWA
960
BDO Wealth Advisors
Florida
$3K
FFA
961
Freedman Financial Associates
Massachusetts
$3K
ST
962
Sageworth Trust
Pennsylvania
$3K
RTL
963
Red Tortoise LLC
Georgia
$3K +$3.83K +26 New
CCA
964
Column Capital Advisors
Indiana
$2K
GWMIA
965
Global Wealth Management Investment Advisory
Florida
$2K
Kayne Anderson Rudnick Investment Management
966
Kayne Anderson Rudnick Investment Management
California
$2K
BCM
967
Blume Capital Management
California
$1K -$3.09K -21 -68%
NFSG
968
Newbridge Financial Services Group
Florida
$1K -$2.94K -20 -80%
CWC
969
Carolinas Wealth Consulting
North Carolina
$1K
CWA
970
Clearview Wealth Advisors
Oregon
$1K
HCP
971
Hexagon Capital Partners
Arkansas
$1K
JWA
972
JFS Wealth Advisors
Pennsylvania
$1K
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
RG
974
Retirement Group
California
$1K
TFA
975
Toth Financial Advisory
Virginia
$1K

ZBH Hedge Fund Activity: Q3 2021 in Review

982 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2021, worth a combined $27.2B — down 9.3% from $30B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of ZBH and 84 opened new positions — a net loss of 20 holders — while 331 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $364M. The largest seller was Capital Research Global Investors, cutting an estimated $636M.

  • 982 institutional investors held Zimmer Biomet (ZBH) as of Q3 2021, down from 1,018 in Q2 2021.
  • Funds reported $27.2B of Zimmer Biomet stock for Q3 2021, down 9.3% quarter-over-quarter.
  • 84 funds opened new Zimmer Biomet positions in Q3 2021 and 104 closed out, a net change of -20 holders.
  • The largest Zimmer Biomet buyer in Q3 2021 was JP Morgan Chase, an estimated $364M added.
  • The largest Zimmer Biomet seller in Q3 2021 was Capital Research Global Investors, an estimated $636M sold.

Based on aggregated 13F filings for Q3 2021.